How big is Lift to RISE's plan?

Lift to RISE's plan reported $619K in assets and 10 participants for 2024.

Original filing (PDF)20251013185146NAL0003887842001

Lift to RISE

Name: Lift to RISE — Lift to RISE 403(b) Retirement Plan, Form 5500 (2024)
Creator: Lift to RISE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Lift to RISE 403(b) Retirement Plan

403(b) retirement plan · Lift to RISE's Lift to RISE 403(b) Retirement Plan held $619K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$619K

Net assets (EOY)

$619K

People on this filing

Shahriar Seyed-Emami signed Lift to RISE's 2024 Form 5500 as plan administrator.

Shahriar Seyed-Emami — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Lift to RISE's EIN is 82-5258187.

EIN 82-5258187

Plan number 001

Plan year 2024

ACK ID 20251013185146NAL0003887842001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Lift to RISE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Lift to RISE's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

LIFT TO RISE

EIN

all filings

Address

73710 FRED WARING DRIVE · SUITE 100 · PALM DESERT, CA · 92260

Phone

(760) 636-0420

Industry

Health Care & Social Assistance

Plan administrator